Quick Start
Get up and running with Fateh ERP in under 10 minutes. Follow these steps to set up your first invoice.
Step-by-step setup
Log in to your account
Go to yourcompany.fateherp.com and sign in with your email and the temporary password from your welcome email. You'll be asked to change it on first login.
Add your first customer
Go to Selling → Customers → New Customer. Fill in the customer name, VAT number (if applicable), and contact details. Click Save.
Add your products or services (Items)
Go to Stock → Items → New Item. Add the item name, unit of measure, and selling price. This forms the basis of your invoices and quotations.
Create a Sales Invoice
Go to Accounts → Sales Invoice → New. Select your customer, add items, and set the date. Fateh will automatically calculate VAT at 15% for Saudi Arabia.
Submit & send to ZATCA
Click Submit on the invoice. Fateh ERP automatically generates the ZATCA-compliant XML and QR code and submits it to the ZATCA portal. You'll see the clearance status on the invoice.
Record payment
Once the customer pays, open the invoice and click Make Payment. Select the payment mode (bank transfer, cash, cheque) and save.
What's next?
Now that you've created your first invoice, explore the rest of Fateh ERP:
- Managing Customers — customer groups, credit limits, outstanding balances
- Sending Quotations — create quotes and convert them to invoices
- ZATCA Compliance — understand Phase 2 e-invoicing
- Reports — financial reports and analytics